JASON ANDREW REYNOLDS (Adviser# 000422924) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 2, 2013.
| Register Name | Financial Advisers |
| Adviser Name | JASON ANDREW REYNOLDS |
| Adviser Number | 000422924 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000229613 ASSETPLAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 80092195572 |
| Licence Controlled By | TOLAN PTY. LTD. |
| Adviser Start Date | 2013-05-02 |
| Appointing Representative Name | ASSETPLAN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000229613 |
| Appointing Representative ABN | 80092195572 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Tasmania |
| Certified Financial Planner Certification | FPA |
| Graduate Diploma of Financial Planning | FINSIA |
| Margin Lending Course | Kaplan |
| Self Managed Superannuation Fund Specialisation | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229613 |
ASSETPLAN FINANCIAL SERVICES PTY LTD
Licence controlled by: TOLAN PTY. LTD. |
2013-05-02 - | ASSETPLAN FINANCIAL SERVICES PTY LTD |
| 000229613 |
ASSETPLAN FINANCIAL SERVICES PTY LTD
Licence controlled by: TOLAN PTY. LTD. |
2012-06-08 - 2013-05-02 | ACTION WEALTH PTY. LTD. |
| Licence Name | ASSETPLAN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000229613 |
| Licence ABN | 80092195572 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TONY NURJADI | Assetplan Financial Services Pty Ltd | Ceased | 2007-02-07 |
| COLIN JAMES TAYLOR | Assetplan Financial Services Pty Ltd | Current | 2003-09-02 |
| GARETH PAUL MARTIN | Assetplan Financial Services Pty Ltd | Current | 2003-09-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TONY NURJADI | Assetplan Financial Services Pty Ltd | Ceased | 2007-02-07 |
| COLIN JAMES TAYLOR | Assetplan Financial Services Pty Ltd | Current | 2003-09-02 |
| GARETH PAUL MARTIN | Assetplan Financial Services Pty Ltd | Current | 2003-09-02 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.